The Giving Account
Learn about our donor-advised fund
Research & Insights
Discover the latest trends and content on giving
Expert guidance on your giving strategy
Successor election(s) and recommendations can be changed by any Account Holder at any time before the death of the last remaining Account Holder.
To change or add a successor, log in to your Giving Account and select the "Your Profile" link in the upper right-hand corner. Select the "Successor" tab in the first section, where your successors may be modified.